Pulse Briefing: Diesel supply crisis, Fuel rationing risk, Harvest disruption - Thursday, September 10, 2026
Tanker tracking data shows one-third of Persian Gulf oil flows remain missing despite U.S. naval escort claims as the biggest wave of shipping attacks since the war began shattered a month of relative calm. The IAEA board reported Iran to the UN Security Council for the first time in two decades over blocked inspectors and disabled cameras as satellite imagery shows construction acceleration at the Pickaxe Mountain buried nuclear site. Brent crude topped $102 per barrel while HSBC warned commodity super squeeze extends beyond oil to copper and diesel. The Pulse Briefing is a daily…
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